Fidelity Full View
Posted: Fri Jul 26, 2013 7:22 pm
Anybody else use this feature on Fidelity? I found it very useful in the past and I have used it to do detailed tracking for several years now (in contrast to Morningstar where I am just looking for a quick snapshot). I even wrote a program that would take one of the displayed pages and convert it into a useful four PP sector analysis of my overall portfolio.
But now they have "improved" it. The first thing I noticed with the improvement is that I have a LOT more money than I had just last week, as in about 25% more. Very nice if true and for a moment I was hoping I was wrong and had missed something until I noticed that they double posted accounts that were owned jointly by both me and my wife.
I'm a software developer in the financial industry and I can tell you that it is fairly common for new products and features to get rolled out with some minor bugs that need fixing but this is very sloppy IMHO.
Makes you wonder about the folks who are handling your money. As it says in the book, "Institutional Diversity" is probably a very good idea.
But now they have "improved" it. The first thing I noticed with the improvement is that I have a LOT more money than I had just last week, as in about 25% more. Very nice if true and for a moment I was hoping I was wrong and had missed something until I noticed that they double posted accounts that were owned jointly by both me and my wife.
I'm a software developer in the financial industry and I can tell you that it is fairly common for new products and features to get rolled out with some minor bugs that need fixing but this is very sloppy IMHO.
Makes you wonder about the folks who are handling your money. As it says in the book, "Institutional Diversity" is probably a very good idea.